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C: \ Business \ Investment Tools \ Portfolio Optimization 5.2
Portfolio Optimization 5.2 - Detailed Description Page
Click to view Portfolio Optimization 5.2 screenshot
Program ID: 499
Author: Business Spreadsheets     All programs by this author
Downloads: 422
License: Shareware [?]
Cost (USD): $26.00
Operating Systems: win2000 winxp winvista winvistax64 win7x32 win7x64 win8x32 winserver
Size: 588K
Release Status: update
Last Updated: 2016-09-05
Our Rating: Not rated yet...   Not rated yet...
Users Rating: Not Rated Yet     (total votes: 0)
Feedback: Report broken download     Report spyware [?]
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Portfolio Optimization icon100% clean!The Portfolio Optimization template identifies the optimal capital weightings for a portfolio of financial investments that gives the desired risk and return profile based on the correlation between individual investments. The design of the portfolio optimization model enables it to be applied to either financial instrument or business stream portfolios with long and short positions. The portfolio optimization template is intuitive and flexible with help icons throughout to assist with input and interpretation of output results. Input of historical data for the analysis is supported by options to specify absolute prices or returns, number of current units held and a tool to download long time periods of financial market data for securities from the internet. Advanced optimization options include setting minimum and maximum constraints for weightings in the optimal portfolio and risk analysis options for overall volatility under the Sharpe ratio, downside risk or semi-deviation under the Sortino ratio and gain/loss under the Omega ratio. Optimization can be set to maintain at least the current level of return and specify a target return for which the probability of attaining is calculated via Monte Carlo simulation. The portfolio optimization results are displayed with weighting charts and return distributions as well as acquisition and liquidation actions required. Technical analysis is provided with back tested total return from signal trading and automatic optimization of technical period constants for each investment or the total portfolio that results in the highest back tested return. Technical analysis indicators with detailed charting and back testing analysis include simple moving average (SMA), rate of change (ROC), moving average convergence/divergence (MACD), relative strength index (RSI) and Bollinger Bands. The template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac as a cross platform portfolio optimization solution.

Keywords: Excel, portfolio, optimization, management, asset, allocation, analysis, technical, indicators, signals, total, return, risk

Recent Changes: Compatible with Microsoft Excel 2016 for Windows and Mac

Install Support: Install and Uninstall

Supported Languages: English

Additional Requirements: Requires Microsoft Excel 97 or higher

PAD file URL:

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